Acceptance settles the quoted scope and price. The next step is to create the work record and arrange who will do it and when. Those are separate decisions.
“Quote Accepted — Auto-Create Job” creates a pending job from the accepted quote, emails the customer that the team will arrange timing and notifies the owners that scheduling is needed. It does not select a crew or reserve an appointment.
What we will set up
- Professional workflow access
- Accepted quote converted through Create Job
- Pending job with quoted details
- Customer told timing still needs arranging
- Owner schedules and confirms the appointment
Workflows → Templates
Start from the named template
Use a Professional business account with permission to manage workflows. Open Workflows, browse the templates and choose “Quote Accepted — Auto-Create Job”. Inspect the created workflow before enabling it.
The public demo lets you inspect workflows; activation requires Professional. Free does not include workflow automation. Keep the workflow paused while checking the records, recipients and actions.
Concept
A preset supplies connected steps and field mappings to review.
Advantage
Starting with the current preset avoids recreating the process from an incomplete blank-canvas recipe.
Quote Accepted → Create Job
Check acceptance and the quoted work
Check that the trigger is Quote Accepted and that Create Job uses the quote conversion action. Review the accepted quote’s customer, site, scope and line items.
Use a sample quote to confirm what reaches the new job. Check the handover when the quote already has a job; do not assume repeated events should create another.
Concept
Conversion carries the quote details into a job record.
Advantage
The office has a work record to plan without recreating the agreed scope.
Confirm to Customer email
Keep the customer message accurate
The customer email says the accepted quote has created a job and the team will be in touch to schedule the work. Check the resolved email address and wording.
Do not call the appointment confirmed or supply a time unless a suitable slot and assignee have actually been agreed.
Concept
The message acknowledges acceptance without promising an unallocated appointment.
Advantage
Customers know what is settled and what happens next.
Notify Ops Manager → Calendar & Schedule
Allocate the pending job and confirm the time
The owner notification links to the job and says it needs scheduling. Check job duration, location and existing bookings. On Professional, check crew skills and approved leave.
Review the proposed assignment or schedule the work yourself. Agree the appointment with the customer and confirm the revised record with the team.
Concept
Job creation supplies the work; scheduling supplies its time and people.
Advantage
The booking reflects capacity and requirements rather than quote acceptance alone.
Workflow test and execution history
Test the outcome before activating
Use a sample quote and customer address you control. Accept it, inspect the pending job and check the owner and customer messages. Testing can create a real job and send a real email.
Check missing customer email and repeat acceptance. Verify the handover before activating; then review the scheduling queue so pending jobs receive attention.
Concept
Check the selected records, action results and failures, then assign an owner to review future runs.
Advantage
A controlled test exposes incorrect recipients or state changes before they affect customer work.
This workflow prepares accepted work for scheduling. A confirmed appointment still needs an available person or crew, a workable time and customer agreement.
Assign someone to review pending jobs and confirm appointments, so the accepted work keeps moving.
Try it in Axiom Blue
Inspect the quote-to-job handover
Inspect this workflow in the live demo, then check Professional access before using it on your business records. Free signup covers the limited core job workflow; it does not activate automation.